Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Abrdn World Healthcare Fund inkluderar Summit Financial, LLC, Abel Hall, LLC, Balyasny Asset Management Llc, och Institute for Wealth Management, LLC. .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 31 765 | 19,35 | 326 | 6,21 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 1 473 | 147 200,00 | 15 | −31,82 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1 473 | 3,37 | 15 | −6,25 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 491 | 10,59 | 0 | |||||
| 2025-08-14 | 13F | Stifel Financial Corp | 62 964 | 28,06 | 646 | 14,13 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 117 505 | 7,53 | 1 206 | −4,29 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 14 915 | 0 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 33 323 | 33,99 | 342 | 24,91 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 68 817 | 14,66 | 706 | 2,17 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 28 749 | 10,33 | 295 | −2,00 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors, LLC | 312 516 | 121,33 | 3 206 | 96,93 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 3 050 | 31 | ||||||
| 2025-07-15 | 13F | Wealth Effects Llc | 28 700 | 2,50 | 294 | −8,70 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 1 920 | 1,16 | 20 | −9,52 | ||||
| 2025-08-04 | 13F | Wolverine Asset Management Llc | 1 377 | 14 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 935 718 | 2,92 | 9 600 | −8,41 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 20 684 | 42,07 | 0 | |||||
| 2025-08-22 | NP | Cornerstone Strategic Value Fund Inc | 194 767 | 101,86 | 1 998 | 79,68 | ||||
| 2025-08-07 | 13F | Readystate Asset Management Lp | 51 992 | 533 | ||||||
| 2025-08-13 | 13F | Summit Financial, LLC | 62 801 | 644 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 300 | 3,45 | 3 | 0,00 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 14 333 | 147 | ||||||
| 2025-08-14 | 13F | Balyasny Asset Management Llc | 15 498 | 159 | ||||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 1 375 | 3,38 | 14 | −6,67 | ||||
| 2025-08-28 | NP | YYY - Amplify High Income ETF | 1 056 335 | 1,99 | 10 838 | −9,25 | ||||
| 2025-08-22 | NP | Cornerstone Total Return Fund Inc | 117 749 | 163,36 | 1 208 | 134,56 | ||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 84 969 | 12,23 | 872 | −0,11 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 31 404 | 23,07 | 322 | 9,52 | ||||
| 2025-07-09 | 13F | Westbourne Investments, Inc. | 19 453 | 2,26 | 200 | −9,13 | ||||
| 2025-08-13 | 13F | Empire Financial Management Company, LLC | 21 105 | 1,04 | 217 | −10,00 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 21 222 | 30,82 | 218 | 16,04 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 304 571 | 3,20 | 3 125 | −8,17 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 120 733 | 20,34 | 1 239 | 7,09 | ||||
| 2025-07-23 | 13F | Abel Hall, LLC | 19 000 | 195 | ||||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 38 183 | 0,26 | 392 | −10,93 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 46 512 | 4,45 | 477 | −7,02 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 34 | 47,83 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 40 715 | 0,08 | 0 | |||||
| 2025-08-11 | 13F | Elequin Capital Lp | 8 062 | 83 | ||||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 1 067 205 | 3,04 | 11 | −9,09 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 107 831 | 4,59 | 1 106 | −6,90 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 13 845 | 7,23 | 142 | −4,05 |
